Operations Management Projects in Valley Center
Operations Management Projects in Valley Center
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Katrina Lee
pro
Tiered scheduling system for one Director and three Deputies. Thirteen years, zero double-booking escalations, prep window moved from same-day to 48 hours.
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172
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Katrina Lee
pro
Small businesses want executive-level support without an executive-level salary. That math only works if the hours go further. So, I documented the six workflows that eat the most admin time: meeting notes to action items, inbox triage, first-draft correspondence, travel research, fact-checked research summaries, recurring reports. The important half is the guardrails. Anything sent in a principal's name, anything touching personnel or payroll, any final number in a deliverable, none of it runs unattended. AI drafts. A person decides. This is what powers the KVAS service model.
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75
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Katrina Lee
pro
Leaders were walking into meetings cold because materials showed up minutes beforehand. One page. Fixed sections. Issue, decision requested, background, positions in the room, risks. It closes with a single line: what we need from you. The constraint did the work. One page forced the owner to decide what mattered before it ever reached the principal. Adjacent offices picked up the format without anyone mandating it. Illustrative recreation. No real records, agency or client.
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82
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Katrina Lee
pro
Commitments made in meetings used to live in three places: someone's notes, someone's inbox, and someone's memory. So I built one tracker. Every action item gets an owner, a due date, and the meeting it came from, captured before the room clears rather than reconstructed later. One weekly review pass. Automatic escalation at seven days past due. The point wasn't the spreadsheet. It was that follow-through stopped being something people assumed and started being something you could see. Illustrative recreation. No real records, agency or client.
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92
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Katrina Lee
pro
Executive Operations Systems for a Four-Principal Office
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7
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